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Legacy Financial Advisors’s SentinelOne S Stock Holding History

Legacy Financial Advisors’s Portfolio S Stock Details S Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-50,000
Closed -$881K – 443
2025
Q3 		$881K Hold
50,000
– – 0.12% 152
2025
Q2 		$914K Buy
50,000
+30,000
+150% +$549K 0.14% 118
2025
Q1 		$364K Buy
+20,000
New +$434K 0.06% 254
2024
Q1 		– Sell
-38,000
Closed -$1.04M – 334
2023
Q4 		$1.04M Hold
38,000
– – 0.2% 80
2023
Q3 		$641K Hold
38,000
– – 0.13% 105
2023
Q2 		$574K Hold
38,000
– – 0.11% 121
2023
Q1 		$622K Buy
+38,000
New +$574K 0.13% 98

Other funds holding S

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RM
Redpoint Management Woodside, California $201M AUM 39.14% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CG
Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Legacy Financial Advisors's S Position: Q4 2025 in Review

Legacy Financial Advisors sold out of SentinelOne (S) in Q4 2025, closing a stake of 50,000 shares — an estimated $881K sold.

Legacy Financial Advisors first reported a position in S in Q1 2023 and held it in 7 quarters. The position peaked at $1.04M in Q4 2023. 436 funds tracked by Wall St. Rank hold S as of Q4 2025.

  • Legacy Financial Advisors reported no remaining SentinelOne position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 50,000 SentinelOne shares in Q4 2025, an estimated $881K.
  • Legacy Financial Advisors first reported a position in SentinelOne in Q1 2023 and held it in 7 quarters.
  • Legacy Financial Advisors's SentinelOne position peaked at $1.04M in Q4 2023.
  • 436 funds tracked by Wall St. Rank held SentinelOne as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.